your galaxy, the tablet, samsung selling again. apple faces had wins and they say be careful. liz: catastrophic for whoever loses. did we to see that. the closing bell ringing in exactly 15, make that 42 -- 14 minutes. back after the break. he is telling them undervalued. you have to hear this. stay tuned. liz: he believes that there will be a cue for surprise, maybe a good one for stocks. get in there now. at least in certain names. where should you be putting your money? mike collins. once again ready to name names. i want to keep everybody honest here. yupik berkshire hathaway the last and you were here in april. it is up 11% since then. >> the thing that's keeping me honest? liz: we like to keep everybody honest. hey, call us when you do it well. >> we do it both ways. liz: the thing that is because the housing components are doing a little bit better? and me, you have shot carpet, acme brick, nebraska furniture mart. >> few people know better than you do. but the reality is kind of all of the above plus some other things. a great stock portfolio which -- and great balance